financial advisor

March 10, 2016

FINANCIAL SERVICES

Virtualised Expertise – A True Win/Win

How many times have you gone into your local branch to see someone about a mortgage, or a pension, or a current account and no one is available to see you right away? It happens more often that you think. And the bank often doesn’t know how much business it is losing as these initial […]

January 25, 2016

FINANCIAL SERVICES

When Online Chat is just not enough

I’ve been using online banking for a while now. Just the other day, I had a quick question and saw “Chat Live with a representative” so I decided try it out. As I got comfortable asking a few questions, I started to want to do more. I wanted to talk with the banker. And I’d […]

January 7, 2016

FINANCIAL SERVICES

Five Strategic Insurance Business Imperatives for 2016

“One of these days the ground will drop out from beneath your feet One of these days your heart will stop and play its final beat One...

March 31, 2015

FINANCIAL SERVICES

The Connected Life: The Art of the Possible in Insurance

Gathering and Harvesting New Data through “The Connected Life” The Connected Life, the digital life is steadily emerging. Today’s insurance consumers are increasingly tech savvy and want services...

December 17, 2014

FINANCIAL SERVICES

Big Data Analytics Remains a Big Opportunity for Wealth Managers – Part I

Wealth Management firms are spending billions on IT to differentiate in the market place. Yet the question remains, can “Big Data” have a material impact on the business? Can it deliver business outcomes by reducing risk, increasing assets under management, driving profitability, client satisfaction, products per client, client and financial advisor retention, all while improving […]